Summary: 344 days of time-lapse surveillance of CGA’s high-margin Jinong fertilizer factory, contributing 75% of CGA’s gross profit, shows it only shipped around 10% of the volume CGA reports it sold. 51 days of time-lapse surveillance of CGA’s low-margin Gufeng […]
Call(s) to Action: FABU, SBOTF, VIMC, WYY Long: WYY Short: None Closing Position: VIMC, FABU, SBOTF Long: WYY ($1.68, marked up to $1.90) – Buying WYY due to significant contract win of $87.9 million. Contract value is greater than TTM […]
Call(s) to Action: None Here are the stories that the GeoTeam is following today… (Please see full disclosures at bottom) ChinaHybrids OSN ($0.90) – Reported strong Q2 2014 results; Q2 2014 EPS of $0.07 vs $0.04 in the prior year […]
Call(s) to Action: Bearish idea coming later this morning. Please stay tuned for follow up email. Here are the stories that the GeoTeam is following today… (Please see full disclosures at bottom) ChinaHybrids CNIT ($4.40) – Acquired a cloud platform […]
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21Vianet (VNET) – Chinese news via Sina Finance raises serious concerns At around 5AM this morning, there was a piece published in the Chinese news via Sina Finance that raises serious concerns about 21Vianet’s (NASDAQ:VNET) ability to bring in new capital. […]
Call(s) to Action: CHFR China Fruits Corp (CHFR) ($0.14) – a distributor and producer of fresh tangerine and other fresh fruits in the People’s Republic of China. We are Long CHFR, but know this is very speculative bet. On August […]
Call(s) to Action: None Here are the stories that the GeoTeam is following today… (Please see full disclosures at bottom) ChinaHybrids CHSTY ($21.11) – Taking a closer look at CHSTY because the company has reported profits for first half of […]